EMOT vs SCHD
First Trust S&P 500 Economic Moat ETF vs Schwab US Dividend Equity ETF
Which is better, EMOT or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. EMOT is less concentrated, with 23.7% of the fund in its ten largest positions against 41.8%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | EMOT | SCHD |
|---|---|---|
| Expense Ratio | 0.60% | 0.06%Best |
| AUM | $3M | $112.1B |
| Dividend Yield | 1.06% | 3.00% |
| Holdings | 102 | 103 |
| YTD Return | +10.08% | +21.99%Best |
| 1Y Return | +9.26% | +25.92%Best |
| 3Y Return (annualized) | - | +15.66% |
| 5Y Return (annualized) | - | +9.48% |
| Volatility (annualized) | 11.5%Best | 13.7% |
| Max Drawdown | -16.4% | -16.1%Best |
| $10,000 over 2.2 years | $13,185 | $13,819Best |
| Top 10 Weight | 23.7%Best | 41.8% |
| Fund Family | First Trust Portfolios (US) | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Jun 26, 2024 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 2.2 years row, are measured over the window both funds cover: Jun 27, 2024 to Sep 23, 2026 (2.2 years).
EMOT vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.2 years both funds cover.
EMOT vs SCHD Performance
First Trust S&P 500 Economic Moat ETF (EMOT) is an ETF from First Trust Portfolios (US) and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year EMOT returned +9.26% while SCHD returned +25.92%. Year to date, EMOT is up 10.08% versus a gain of 21.99% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.7% compared with 11.5% for EMOT. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -16.4% for EMOT and -16.1% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.56. They move together some of the time, and apart the rest.
Fees and Cost Over Time
EMOT charges 0.60% per year while SCHD charges 0.06%. On a $10,000 position that is $60 vs $6 annually, a gap of $54 per year that compounds over a long holding period. On income, EMOT currently yields 1.06% against 3.00% for SCHD.
Holdings Overlap
20.1% of EMOT's money is in holdings SCHD also owns. 28.6% of SCHD's money is in holdings EMOT also owns.
SCHD and EMOT share little of their money.
10 positions in common, counted across the 50 positions we hold weights for in EMOT and 100 in SCHD, against full books of 102 and 103.
What only one of them owns
Our book lists 89 positions for SCHD that do not appear in our book for EMOT (71.3% of the fund), and 40 for EMOT that do not appear in SCHD (79.7%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in EMOT | Weight in SCHD | Difference |
|---|---|---|---|
| KOCoca Cola Co. | 2.03% | 4.17% | 2.14% |
| HDHome Depot Inc/The | 1.97% | 3.88% | 1.91% |
| PGProcter & Gamble Company | 1.87% | 3.83% | 1.96% |
| PEPPepsico Inc. | 1.87% | 3.64% | 1.77% |
| ADPAutomatic Data Processing, Inc. | 2.37% | 2.79% | 0.42% |
| TXNTexas Instrument Inc | 1.78% | 3.13% | 1.35% |
| LMTLockheed Martin Corp | 2.06% | 2.78% | 0.72% |
| QCOMQualcomm Inc. | 1.71% | 2.52% | 0.81% |
| PAYXPaychex, Inc. | 2.42% | 1.00% | 1.42% |
| KMBKimberly-Clark Corp. | 2.04% | 0.87% | 1.17% |
28.6% of SCHD is already inside EMOT.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, EMOT or SCHD?
EMOT has an expense ratio of 0.60% while SCHD charges 0.06%. SCHD is the cheaper option, by $54 a year on a $10,000 investment.
Which performed better, EMOT or SCHD?
Over the past year EMOT returned +9.26% vs +25.92% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), EMOT annualized +13.39% vs +15.84% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EMOT or SCHD?
SCHD has been the more volatile fund at 13.7% annualized versus 11.5% for EMOT. Worst drawdown: EMOT -16.4% vs SCHD -16.1%.
Should I hold both EMOT and SCHD?
EMOT and SCHD have a monthly-return correlation of 0.56, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between EMOT and SCHD?
28.6% of SCHD's money is in holdings EMOT also owns. 28.6% of SCHD's is in holdings EMOT also owns. They hold 10 positions in common, counted across the 50 positions we hold weights for in EMOT and 100 in SCHD.
Which pays a higher dividend, EMOT or SCHD?
EMOT yields 1.06% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than EMOT?
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. EMOT is less concentrated, with 23.7% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.